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市場調查報告書
造船產業：搭上經濟浪潮
The Shipbuilding Industry - Riding the economic wave
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本報告已在2011年11月23日停止出版。
更改為出版
The Shipbuilding Industry
出版日期 : 2011年11月
商品編碼: 224238
本報告，概述全球的造船產業，彙整最新的統計資料等，詳細分析造船產業的動向，並提供印度的主要企業檔案資料，由下列摘要形式闡述。
報告摘要
第1章 今後展望
- 全球造船產業的展望
- 船泊區塊別的今後展望
- 印度造船產業的展望
第2章 2009年的市場動向
- 船舶動向
- 濕式散裝貨輪
- 乾式散裝貨輪
- 貨櫃輪
- LPG、LNG、化學物質用以及特殊貨輪
- 遠洋船舶
- 全球的造船擴大動向
- 成本分析：印度的造船公司
- 分析模式
第3章 產業概要
- 產業發展
- 產業特徵
- 需求促進因素
- 造船廠的建設
- 造船：生產的價格設定
第4章 船舶修繕產業
- 簡介
- 全球的船舶修繕產業
- 印度的船舶修繕產業
- 船舶修繕：成本以及其他考量事項
第5章 印度的造船公司檢視
- ABG Shipyard
- Bharati Shipyard
- Cochin Shopyard
- Hindustan Shipyard
- Pipavav Shipyard
附錄
Abstract
The report elucidates facts about the global Shipbuilding Industry,
supplemented by latest statistical data and comprehensive analysis. The report
comprising five sections provides an in-depth view of the global Shipbuilding
Industry and market trends during CY09, the Ship repair industry & the major
Indian players operating in the industry.
Section I: Outlook
- Estimates of over-capacity in the shipping sector during CY10-CY13 based
on a combined mix of factors such as forecasts of world fleet size, sea-borne
trade growth, scrapping etc.
- Second- hand vessel purchase v/s new-build vessel purchase: Cost-benefit
analysis uptill CY13
- Outlook based on vessel segment i.e. wet bulk carriers, dry bulk carriers
and containerships
- Outlook on global scrapping volumes and order cancellations
- Growth prospects of the Indian Shipbuilding industry outlining the
challenges and concerns
Section II: Market Trends CY09
- Vessel-wise trends during CY09 in terms of growth/de-growth of orderbooks,
newbuild orders and their prices, Investments, deliveries and scrapping volumes
- Developments in major shipbuilding nations i.e. South Korea, China, Japan
and Europe focusing on orderbook composition, size and growth, new orders and
deliveries during
- CY09, major shipyards, policy reforms adopted by the respective
governments etc.
- Developments in the Indian shipbuilding scenario during CY09, orderbook
composition and delivery schedule, brief profile of top Indian shipyards etc.
- Cost Analysis of the Indian shipbuilders
- Analytical models i.e. SWOT Analysis and Porter' s Five Force Model
Section III: Industry Basics
- Evolution of the shipbuilding industry and its inherent characteristics
The Shipbuilding Industry May 2010
- Demand drivers propelling the industry' s growth broadly classified as
Incremental and Replacement demand drivers
- The making of shipyards covering step-by-step approach right from
conception to implementation process of shipyard construction, break-up of
cost structure etc.
- The shipbuilding process flow, classification of ships and determinants of
vessel price etc.
Section IV: The Ship Repair Industry
- Introduction to the global ship repair industry in terms of market size,
major players in the global arena etc.
- Overview of the Indian ship repair industry with emphasis on the Xth plan
targets & achievements and the XIth plan target projections
- Costs involved in ship repair
Section V: Review Of Indian Shipbuilders
- In-depth study of the Indian shipbuilders i.e. ABG Shipyard, Bharati
Shipyard, Cochin Shipyard, Hindustan Shipyard and Pipavav Shipyard with
particular emphasis on their operational and financial performance (FY07-
FY09), orderbook position, Capex etc.
Table of Contents
Executive Summary
Section I OUTLOOK
- The Global Shipbuilding Industry' s Prospects
- Existing overcapacities- leading to demand crisis
- New orders- lacking pace
- Deliveries- the only parameter remaining steady
- Scrapping focus on reducing the excess
- Order cancellations- damage in control
- New-build v/s Second-hand vessel
- Government incentives to propel industry' s growth
- S. Korean and Chinese shipyards global dominance to continue
- Outlook - Based On Vessel Segment
- Outlook on the Wet Bulk segment
- Outlook on the Dry Bulk segment
- Outlook on the Containership segment
- The Indian Shipbuilding Industry' s Prospects
- Envisaging Growth
- Expansion of Indian shipyards
- Focus on offshore & defence segment
- Lesser risk of order cancellations
- Challenges & Concerns
- Shipbuilding subsidy scheme
- Infrastructure status to the industry
- Project delays and cost-overruns
- Preference by the Indian shipowners
Section II MARKET TRENDS CY09
- Vessel Wise Trends
- Wet Bulk carriers
- Orderbook and New orderbook position
- Investment and Deliveries
- Scrapping and Vessel Prices
- Dry Bulk carriers
- Orderbook and New orderbook position
- Investment and Deliveries
- Scrapping and Vessel Prices
- Containerships
- Orderbook and New orderbook position
- Investment and Deliveries
- Scrapping and Vessel Prices
- LPG, LNG and Chemical & specialised carriers
- Orderbook and New orderbook position
- Investment and Deliveries
- Scrapping and Vessel Prices
- Offshore vessels
- Orderbook and New orderbook position
- Investment and Deliveries
- The Global Shipbuilding Expanse
- South Korea
- Developments during CY09
- Orderbook Size and Growth
- Orderbook Composition
- New orders and Deliveries
- Major Players at a glance
- China
- Developments during CY09
- Orderbook Size and Growth
- Orderbook Composition
- New orders and Deliveries
- Major Players at a glance
- Japan
- Developments during CY09
- Orderbook Size and Growth
- Orderbook Composition
- New orders and Deliveries
- Major Players at a glance
- Europe
- Developments during CY09
- Orderbook Size and Growth
- Orderbook Composition
- New orders and Deliveries
- Major Players at a glance
- India
- Developments during CY09
- Orderbook and Delivery Schedule
- Orderbook Composition
- Major Players at a glance
- Overall comparison of the global shipbuilders in terms of orderbook size
and value of orderbook (depicted through a graph)
- Cost Analysis Indian Shipbuilders
- Raw Material expenses
- Labour expenses
- Financial expenses
- Profit margins
- Analytical Models
- Porter' s Five Force Model
- SWOT Analysis
Section III INDUSTRY BASICS
- Industry Evolution
- Industry Characteristics
- Global Presence
- Industry Structure
- Cyclic industry
- Sell first, Construct later
- Standardized Pricing
- Huge Investment outlay
- Working Capital Intensive
- Labour Intensive
- Constant technological enhancements
- Long Gestation Period
- Subsidized Industry
- Regulatory Structure
- Demand Drivers
- Incremental Demand Drivers
- Growth in sea-borne trade
- Increasing Exploration and Production activities
- Freight rates
- Government thrust
- Specialization in ship making
- Replacement Demand Drivers
- Age profile of fleet
- Scrapping of tonnage
- Regulation- phasing out of single-hull tankers
- The Making of Shipyards
- Shipyards Construction-Area of Focus
- Development of Shipyards A step-by-step approach
- Flow chart for shipyard Construction From conception to implementation
- Shipyard Construction Cost Breakdown
- Shipbuilding Production to Pricing
- The Shipbuilding Process
- Classification of ships
- Elements of Price Determination
- Availability of Capacity
- Shipyard' s Cost production
- National Policy
- Currency Fluctuation
- Competitive Forces
Section IV THE SHIP REPAIR INDUSTRY
- Introduction to Ship Repair Industry
- Global Ship Repair Industry
- Indian Ship Repair Industry
- The Xth Plan (2002 - 2007)
- The XIth Plan Targets (2007 -2012)
- Ship Repair Costs & other Considerations
Section V REVIEW OF INDIAN SHIPBUILDERS
- ABG Shipyard
- Bharati Shipyard
- Cochin Shipyard
- Hindustan Shipyard
- Pipavav Shipyard
List of Tables
- Outlook
- Estimation of excess fleet size
- Estimates of Cost Recovery uptill CY13
- Shipowners inclination towards acquiring second-hand vessels
- The Global Shipbuilding Expanse
- Global orderbook position
- Orderbook & Capacities of Top 3 S. Korean Shipbuilders
- Organisational classification of major Chinese shipyards
- Orderbook & Capacities of Top 3 Chinese Shipbuilders
- Orderbook & Capacities of Top 3 Japanese shipbuilders
- Order Books & Capacities of Top 3 European shipbuilders
- Orderbook of Indian Shipbuilders
- Order Books & Capacities of Top 3 Indian shipbuilders
- Orders placed by Indian shipowners with the Indian shipbuilders
- Cost Analysis Indian Shipbuilders
- Raw material expenses as a % of total expenditure
- Labour expense as a % of total expenditure
- Interest expense as a % of total expenditure
- Profit Margins of 5 shipyards
- Comparative study of the Top 10 global shipbuilders
- Net Working Capital requirements
- Employee Cost as a % of Total Cost Indian Shipbuilders
- Employee Cost as a % of Total Cost Korean Shipbuilders
- Industry Characteristics
- Shipbuilding Technology From Past to Present
- Long gestation period
- Share of Subsidies in Net Sales & PBT
- Regulatory Structure
- Age Profile of World Fleet (as on January 1, 2009)
- Age Profile of Indian Fleet (as on April 1, 2009)
- The Making of Shipyards
- Top 10 Shipyards of the World Based on Order Book in CGT
- Movement of the Exchange Rates (US$ base currency)
- Indian Ship Repair Industry
- X plan Targets and Achievements
- Ship repairs turnover in the Xth Plan period
- Turnover targets for the XIth Plan period (2007-2012)
List of Charts
- Outlook
- Expected Delivery schedule by Vessel segments mn GT in %
- Tankers- 300,000 dwt New-build and second-hand vessel prices
- Bulk carriers- 170,000 dwt - New-build and second-hand vessel prices
- Containerships- 3,500 teu- New-build and second-hand vessel prices
- Expected flow of new-build orders CY10: Wet bulk Segment
- Expected flow of new-build orders CY10: Dry bulk Segment
- Expected flow of new-build orders CY10: Containership Segment
- The Indian Shipbuilding industry Facilitator of national growth
- Vessel Wise Trends
- Wet Bulk - Orderbook & New orders
- Wet Bulk - Investments & Deliveries
- Wet Bulk - Scrapping & Vessel prices
- Dry Bulk - Orderbook & New orders
- Dry Bulk - Investments & Deliveries
- Dry bulk - Scrapping & Vessel prices
- Containerships - Orderbook & New orders
- Containerships - Investments & Deliveries
- Containerships - Scrapping & Vessel prices
- LPG, LNG, chemical & Specialised Carriers - Orderbook & New orders
- LPG, LNG, Chemical & Specialised Carries - Investments & Deliveries
- LPG, LNG, Chemical & Specialised Carriers - Scrapping & Vessel prices
- Offshore Vessels - Orderbook & New orders
- Offshore Vessles - Investments & Deliveries
- Offshore Vessels Scrapping & Vessel prices
- Impact Analysis
- The Global Shipbuilding Expanse
- S. Korea - Orderbook size & growth
- S. Korea - Orderbook composition
- S. Korea - New Orders & Deliveries
- Orders placed by the S. Korean shipowners
- China - Orderbook size & growth
- China - Orderbook composition
- China - New Orders & Deliveries
- Orders placed by the Chinese shipowners
- Japan - Orderbook size & growth
- Japan - Orderbook composition
- Japan - New Orders & Deliveries
- Orders placed by the Japanese shipowners
- Europe - Orderbook size & growth
- Europe - Orderbook composition
- Europe - New Orders & Deliveries
- Orders placed by the European shipowners
- India Orderbook composition
- Orders placed by the Indian shipowners
- Cost Analysis Indian Shipbuilders
- Average steel prices - China
- Indian Shipbuilders - Comparative Cost Analysis FY09
- Analytical Models
- Porter' s Five Force Model
- SWOT Analysis
- Industry Characteristics
- Evolution of global Shipbuilding Industry
- Global Orderbook - mn. GT in %
- Asian Orderbook - mn. GT in %
- Break-down of world fleet orderbook by ownership - US$ bn in %
- Break-down of Asian fleet orderbook by ownership - US$ bn in %
- Break-down of world fleet ownership - dwt in %
- Break-down of Asian fleet ownership - dwt in %
- Orderbook & Investments y-o-y % change
- Comparative study of Labour Cost as a % of Total Production Cost
- Seaborne trade of various commodities
- Global Oil Demand & Supply
- Spot Crude prices
- Movement of Baltic Dry Index
- Average Age Profile of Ships of Indian Shipping companies (as on April 1,
- 2009)
- World Tonnage Scrapped
- The Making of Shipyards
- Shipyard Construction Areas of Focus
- Development of shipyards A step-by-step approach
- Flow chart for Shipyard construction From conception to implementation
- Shipyard construction Cost breakdown
- Shipbuilding Production to Pricing
- Modular representation of the shipbuilding process
- Types of Ships
- Elements of Price Determination
- Indexation of Exchange Rates w.r.t. US$ - (base year 2000)
- Indian Ship Repair Industry
- Growth of the World Fleet
- Growth of the Indian Fleet
Annexures
- Annexure 1 The Indian Shipbuilding Subsidy saga
- Annexure 2 List of Public & Private sector shipyards
- Annexure 3 Profile of various Ship Type
- Annexure 4 Time-table for phasing out of Single-hull tankers
- Annexure 5 Dockyard facilities of Top 3 S. Korean shipbuilders
- Annexure 6 Dockyard facilities of Top 3 Japanese shipbuilders
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